The Datacenter stocks rose in the morning session. As of the time of writing, SUNEVISION (01686) is up 5.08%, trading at 6.21 HKD; GDS-SW (09698) is up 3.56%, trading at 23.25 HKD.
According to Zhito Finance APP, Datacenter stocks rose in early trading. As of the time of this report, SUNEVISION (01686) increased by 5.08%, priced at 6.21 HKD; GDS-SW (09698) rose by 3.56%, priced at 23.25 HKD.
On the news front, according to financial magazine reports, in the first quarter of this year, Tencent purchased GPU (graphics processing unit) computing power resources worth about 2 billion yuan from ByteDance. This batch of resources mainly consists of NVIDIA H20 cards and Servers. Currently, Tencent's Yuanbao updates mainly use cards from ByteDance. In addition to Tencent, a knowledgeable person revealed that Alibaba also placed GPU Orders with ByteDance in the first quarter after DeepSeek gained popularity. China Securities Co.,Ltd. pointed out that recently, listed companies have intensively disclosed their 2024 annual reports and 2025 first-quarter reports. From the Earnings Reports that have been disclosed, the performance of companies related to AI computing power shows good results, confirming that the Industry remains in a highly prosperous state. It is recommended to continue watching symbols with high growth rates and low valuations.
GTJA's earlier Research Reports pointed out that Alibaba has significantly increased its investment in AI infrastructure, and domestic CSP (Cloud Computing Service) manufacturers are expected to actively follow suit, potentially replicating the IDC (Internet Data Center) investment boom seen during the “Internet+” cycle. Other CSP manufacturers are also increasing investment in AIDC (AI Data Center), promoting the improvement in demand for the domestic AI Industry Chain.